Relationship-first succession
Alpha Tax Group is built for owners who want continuity after a transaction, not a hard handoff that unsettles clients or staff.
Southeast tax & accounting acquisitions
Sell the firm. Keep the helm.
Alpha Tax Group acquires profitable Southeast tax and accounting practices in the $500K–$2M revenue range, with a transition model that keeps the owner visible as Chairman.
- Target revenue
- $500K–$2M
- Owner role
- Chairman
- Weekly cadence
- 15–20 hrs
Confidential mandate
A succession path for owners whose name still matters.
ATG
Relationship ledger
Region
Southeast
Continuity
Client-first
An editorial, relationship-led acquisition approach for owners evaluating succession without surrendering identity overnight.
Acquisition thesis
Built around continuity, not disruption.
For many profitable practice owners, the greatest asset is trust. Alpha Tax Group’s model is centered on preserving that trust while creating a credible succession path.
Focused acquisition profile
The firm is seeking profitable Southeast tax and accounting practices with roughly $500K–$2M in annual revenue.
A practical next chapter
The selling owner can remain at the helm as Chairman, preserving trusted relationships while stepping into a lighter operating cadence.
Chairman transition model
Step back from the grind while staying central to the relationships.
The selling owner transitions into a Chairman role at roughly 15–20 hours per week. The goal is a thoughtful change in responsibility while the firm’s most important relationships remain intact.
1
Owner transitions into a Chairman role
2
Expected cadence of roughly 15–20 hours per week
3
Client relationships remain intact through continuity and trust
4
Operational responsibility shifts over time with a deliberate plan
Process
A measured path from first conversation to transition.
The process is designed to protect confidentiality, clarify fit, and shape a transition that honors the firm’s existing client relationships.
01
Confidential introduction
A focused conversation to understand the firm, the owner’s goals, geography, revenue range, and timing.
02
Fit and continuity review
A discussion of client mix, team structure, leadership transition, and whether the Chairman model is the right fit.
03
Offer and transition design
A transaction path is shaped around economics, owner involvement, team continuity, and client relationship preservation.
04
Close and keep the helm
After closing, the owner remains visible in a Chairman capacity while Alpha Tax Group supports the next stage of the firm.
Owner fit
For owners who want succession without erasing their role.
Alpha Tax Group is a fit for practice owners who have built durable client trust and want a structured next chapter rather than a sudden exit.
Profitable tax or accounting practice
Located in the Southeast
$500K–$2M in annual revenue
Owner wants succession without disappearing from the firm
Client relationships and reputation are central to the firm’s value
A 15–20 hour weekly Chairman role is attractive after transition
FAQ
Questions owners tend to ask early.
A first conversation can stay high-level and confidential while both sides determine whether the model is worth exploring.
It means Alpha Tax Group is designed around a transition where the owner sells the practice while remaining in a Chairman role, helping preserve relationships and continuity.
Confidential application
Start with a private fit conversation.
Share enough detail to determine whether the practice aligns with Alpha Tax Group’s acquisition focus and transition model.
Responses are framed around confidentiality and owner fit.
Best fit: profitable practices in the Southeast.
Revenue range and transition goals guide the discussion.